Personal Banking Associate

Alterna Savings

. Contribute to the team’s sales plan by assessing members’ financial needs .

Posted 11/6/2026full-timeInnisfil • CanadaJuniorMid-Level💰 CA$45,000 - CA$50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in assessing financial needs and providing tailored banking solutions, with a strong focus on sales performance and member retention. Maintains up-to-date knowledge of banking products and compliance regulations to effectively support member interactions.

Highest-signal resume keywords

Proven Sales ExperienceFinancial Services Industry ExperienceKnowledge of Banking Products and ServicesExperience in Providing Credit SolutionsProficiency in Sales and Service Tools

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales TechniquesBanking Products KnowledgeCredit SolutionsInvestment KnowledgeLoan and Mortgage Knowledge

Soft Skills

Customer ServiceCommunication SkillsProblem-SolvingTeam CollaborationGoal Setting

Tools & Technologies

Sales and Service ToolsCRM Software

Industry Keywords

Financial ServicesComplianceAnti-Money LaunderingSales TargetsMember Retention

About the role

Key responsibilities & impact

Contribute to the team’s sales plan by assessing members’ financial needs
Provide product and service solutions for members’ primary needs
Promote, upsell and deliver banking products and services
Handle walk-in, email, inbound call and fax member contacts
Meet sales targets and cross-sell or upsell during member interactions
Provide education and advice on basic transactional banking and less complex investment and credit situations
Identify and refer high-value or high-potential members to appropriate staff
Support member growth and retention through opportunity spotting
Participate in branch meetings, huddles, sales initiatives and campaigns
Address on-the-spot referrals from the MSR team
Respond to members within 4 hours and follow voicemail/call handling guidelines
Maintain current knowledge of products, services and procedural changes
Create a personal development plan and participate in goal-setting and coaching sessions
Perform other duties as assigned

Requirements

What you’ll need

Post-secondary education
Minimum 2 years of experience in a sales industry or equivalent experience
Proven sales experience
Financial Services Industry experience is an asset
Experience in providing credit solutions is an asset
Maintain knowledge of banking products and services, including new accounts, investments, loans and mortgages
Proficiency in sales and service tools
Compliance with anti-money laundering, compliance and regulatory guidelines

Benefits

Comp & perks

Total rewards package
Accessible accommodation during the recruitment process
Employer-recognized corporate culture and community involvement